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Tom Martin with L-3 Communications, Sabrina Serafin with Frazier & Deeter, Teri Gass with Sterling Risk Advisors, and Sara Totonchi with Southern Center of Human Rights

April 27, 2016 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Tom Martin with L-3 Communications, Sabrina Serafin with Frazier & Deeter, Teri Gass with Sterling Risk Advisors, and Sara Totonchi with Southern Center of Human Rights
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Tom Martin, Sabrina Serafin, Sara Totonchi, Teri Gass, Dominick Rainey
Tom Martin, Sabrina Serafin, Sara Totonchi, Teri Gass, Dominick Rainey

Tom Martin/L-3 Communications

L-3 Communications is a prime contractor in aerospace systems. L-3 is also a leading provider of a broad range of communication and electronic systems and products used on military and commercial platforms. At L-3, success is defined by their ability to meet their customers’ needs. That’s why every part of their business is focused on quick and agile response, innovative thinking and a relentless commitment to getting the job done.

Sabrina Serafin/Frazier & Deeter

Frazier & Deeter’s Process, Risk & Governance (PRG) Practice provides customized risk management solutions to clients with offices in Atlanta, Alpharetta, Nashville and Tampa. They deliver assurance and consulting services to various public and private organizations including Service Organization Control (SOC) examinations, outsourced and co-sourced Internal Audit, and other advisory services. The PRG practice also has deep expertise in IT audit and risk management.

Teri Gass/Sterling Risk Advisors

Sterling Risk Advisors is a full-service, Atlanta-based risk management and insurance brokerage firm serving the commercial, professional and personal needs of clients across a diverse spectrum of industries. These include medical and other professional services, construction, transportation and logistics, manufacturing, real estate and technology. Product offerings include all forms of commercial and personal property & casualty insurance, employee benefits and surety bonds. Beyond the products – they look to become the trusted advisor to clients in all things related to risk and which may in any way affect the client’s business objectives. They do this by becoming experts in the business of their clients, knowing what is happening in the economy, the courts, and the legislature.

Sara Totonchi/Southern Center of Human Rights

The mission of the Southern Center for Human Rights is to end capital punishment, mass incarceration, and other criminal justice practices that are used to control the lives of poor people, people of color, and other marginalized groups in the Southern United States. They do this through death penalty representation, impact litigation, policy advocacy, and public education.

 

Tagged With: consulting, criminal justice, death penalty representation, dominick rainey, electronic systems, Frazier Deeter, human rights, impact litigation, insurance brokerage, internal audit, IT consulting, L-3 Communications, mass incarceration, military systems, personal property, policy advocacy, public education, Risk Management, Sabrina Serafin, Sara Totonchi, Silver Lining in the Cloud, Southern Center for Human Rights, Sterling Risk Advisors, Teri Gass, Tom Martin

STRATEGIC INSIGHTS RADIO: Phillip Saxton with Small Business Samaritans

April 21, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Phillip Saxton with Small Business Samaritans
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Vlad Rusz and Philip Saxton

On this episode of “Strategic Insights Radio“, host Vlad Rusz introduces you to Philip Saxton, founder of Small Business Samaritans. They discuss different sales techniques to help small business owners and their sales team.

Phillip Saxton/Small Business Samaritans

Small Business Samaritans cares about the individuals who have the dream and courage to start a business. These dreams are important, not just to them and their families, but to their customers and the community where they operate. Their mission is to help small businesses & non-profits to become self-reliant and independent of economic forces including a lack of capital by identifying through business/organization assessments current needs that can be addressed through training, increasing know-how, and active consulting leading to positive results. They intend not only to “come alongside” but to ‘walk alongside”, bringing them in some cases to participate in the SBS Shark Tank process providing access to investors, banks and business brokers. Their ultimate objective is to help provide the creation of wealth, organization stability, outstanding operations and job creation.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Tagged With: consulting, investors, Leadership, marketing, organization stability, philip saxton, Sales, sales techniques, self reliant, small business, small business samaritans, sterling rose consulting corp, training, vlad rusz, wealth

Steve Palmer with The Cottage School, Dr. Dionne Poulton with Poulton Consulting Group, and Jeff Plank with HLB Gross Collins

April 13, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
Steve Palmer with The Cottage School, Dr. Dionne Poulton with Poulton Consulting Group, and Jeff Plank with HLB Gross Collins
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Steve Palmer, Dr. Dionne Poulton, Jeff Plank, Dominick Rainey
Steve Palmer, Dr. Dionne Poulton, Jeff Plank, Dominick Rainey

Steve Palmer/The Cottage School

The Cottage School has a 31-year history of serving students with mild to moderate learning differences including ADD, ADHD and Anxiety Disorders. The students learn in addition to the State of Georgia required classes for graduation, a business model that is based on time accountability and financial reward and balance. This fall for the first time they are adding 4th and 5th grades to their current 6-12th grades.

Dr. Dionne Poulton/Poulton Consulting Group

Poulton Consulting Group is an HR and Leadership Consulting business specializing in diversity and inclusion. They serve all businesses from small to large, government, educational institutions, non-profits, and social groups. PCG is led by President and owner, Dr. Dionne Poulton, who for the past 16 years, has been researching and teaching in areas of diversity, inclusion, equity, bias, intercultural dialogue, adult education, adult learning, and adult behavior. PCG offers targeted, research based professional development opportunities, education, advisement, and conflict mediation to HR professionals, leaders, and employees in all workplace settings.

Jeff Plank/HLB Gross Collins

HLB Gross Collins  is an Atlanta-based full service certified public accounting and consulting firm that has been providing excellence in client service for over forty years. Serving clients both locally and around the globe, the firm offers tax, auditing and assurance, business consulting, valuation, estate and personal financial planning, and international services.

 

Tagged With: Consultant, consulting, diversity, dominick rainey, Dr Dionne Poulton, estate planning, HLB Gross Collins, inclusion, learning disabilities, Poulton Consulting Group, professional development, Radiox, Silver Lining in the Cloud, Steve Palmer, tax auditing, the cottage school

Littie Brown with NAWBO, Melissa Smith with The PVA and independent film producer Monique McGlockton

March 24, 2016 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
Littie Brown with NAWBO, Melissa Smith with The PVA and independent film producer Monique McGlockton
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Mike Sammond, Littie Brown, Melissa Smith, Monique McGlockton, Steven Julian

Littie Brown/National Association of Women Business Owners

The National Association of Women Business Owners (NAWBO) is the voice of America’s 10.6 million women-owned businesses. Since 1975, NAWBO has helped women evolve their businesses by sharing resources and providing a single voice to shape economic and public policy. NAWBO is the only dues-based national organization representing the interests of all women entrepreneurs across all industries. The organiztion started as an informal meeting of women business owners in the Washington, D.C. area who met to trade information about federal contracts, bank credit, and other business issues. Every few weeks, more women began attending the group and it became clear that there was a great need for a formal organization devoted to helping women business owners, so NAWBO was created. Today the organization features chapters in almost every metropolitan area in the United States.

Melissa Smith/The PVA

The PVA is a virtual assistant staffing and administrative consulting business serving small businesses (less than 10 employees) to help them stay competitive in an ever changing world without the high cost of employees. They create time so you make more money.

 

Monique McGlockton/Independent Film Producer

Monique McGlockton is an independent film producer who produces film and television projects written by herself or other script writers. She recently ventured to take producing on full-time to finish her most recent project titled “Dundu Dole – The Documentary” and to work with other entertainment professionals on future projects.

 

CLICK HERE to watch the video of this show.

 

Tagged With: consulting, documentary, Entertainment, executive assistant, film producer, gwinnett business, Gwinnett Business Radio, Littie Brown, marketing, melissa smith, Mike Sammond, monique mcglockton, NAWBO, personal assistant, Radiox, SpeedPro Imaging, steven julian, television, The PVA, virtual assistant, women business owners

STRATEGIC INSIGHTS RADIO: Alejandro Tamayo and Paula Rivas with Green C Trading Company

March 24, 2016 by Mike

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Alejandro Tamayo and Paula Rivas with Green C Trading Company
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Vlad Rusz, Paula Rivas, Alejandro Tamayo
Vlad Rusz, Paula Rivas, Alejandro Tamayo

On this episode of “Strategic Insights Radio”, host Vlad Rusz introduces you to the owners of Green C Trading Company and their PAPAGAYO brand of all-natural frozen fruit pulp drinks.

Alejandro Tamayo & Paula Rivas/Green C Trading

Green C Trading is a Georgia-based Limited Liability Corporation, owned and operated by Paula Rivas and Juan Alejandro Tamayo Pelaez. The company is located in Gwinnett County and the owners originally heard about Gwinnett by listening to Business RadioX while still working and living in the South American country of Colombia. With combined experience of over 15 years in international import and export, marketing, communications and finance, the management of the business is positioned well for success.

The initial product offering that Green C Trading has launched in the United States under the PAPAGAYO brand is frozen fruit pulp in multiple flavors including Mango, Blueberry, SourSop, Passion Fruit and Lulo-Naranjilla. The product is available for distribution to restaurants, grocery stores, health food stores, ice cream shops, beverage depots, bars, hotels and spas. In addition, the company has natural fruit drinks.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Tagged With: consulting, fruit drinks, green c trading company, health drinks, marketing, papagayo, paula rivas, sterling rose, sterling rose consulting corp, strategic insights radio, vlad rusz

Cash Flow For The Medical Practice – Top Docs Radio

February 22, 2016 by angishields

cash flow
Top Docs Radio
Cash Flow For The Medical Practice - Top Docs Radio
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cash flow
Mr. Cash Flow

Cash Flow For The Medical Practice

I sat down with David Wiener, aka “Mr. Cash Flow” on this week’s episode.  I connected with David first on LinkedIn a few weeks ago.  After learning more about the various ways he is able to help a medical or dental practice recapture revenue that is currently being lost, I knew I needed to have him on the show.

David spent numerous years as a practice manager for a doctor’s office, so he knows very well the challenges these practices face trying to maximize the revenue they get to keep for the care they provide.  With patient out-of-pocket obligations significantly on the rise, physicians are experiencing a corresponding increase in the number of patient balance bills they must collect upon to be paid for their services.

David provides access to a service that for only $12 per claim (instead of a typical % of the amount to be collected), that dramatically increases the success rate for bills collected to over 80% in the first 30-45 days from date of bill.

We also talked about other ways Cash Flow Strategies, Inc., is able to help their medical and dental practice clients drop more revenue to the bottom line.  One such way is to enroll their staff into a wellness program as provided for by the ACA.  Businesses that do so can save as much as $500 per employee per year on the Federal income tax they must pay for each of them.  Additionally, as employees take advantage of these wellness benefits, they tend toward better levels of health, decreasing the company’s expenditure for health benefits.

David also talked about a company he’s partnered with that can help a business change all the lights within the building to LED lights, saving enormous amounts of money on utility bills.  They offer a plan through which the business can pay for the lights over time, with the payments + new utility bills amounting to less than previous utility bills were, providing savings from the first month.

There are several other ways David is likely able to reduce amounts being spent by the business, such as procurement costs for necessary supplies through a competitive group purchasing organization and others.  It is clear that any medical or dental practice can benefit from taking a few minutes to talk with David to determine just how much additional revenue they can capture—all without having to work longer or harder.

Special Guest:

David Wiener, “Mr. Cash Flow”, of Cash Flow Strategies, Inc.

cash flow

Tagged With: consulting, CW Hall, David Wiener, Health Care Radio, led lighting, Mr. Cash Flow, patient balance billing, wellness program

Brian Herbert with Apex Veteran Staffing, Ash Brown with Ash Said It, Tim Gorisek with Summit Systems, and Richard Rice with Mutual Engineering

February 3, 2016 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Brian Herbert with Apex Veteran Staffing, Ash Brown with Ash Said It, Tim Gorisek with Summit Systems, and Richard Rice with Mutual Engineering
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Tim Gorisek, Brian Herbert, Ash Brown, Richard Rice, Dom Rainey

Brian Herbert/Apex Veteran Staffing

Apex Veteran Staffing is a minority and disabled veteran owned staffing agency that focuses primarily on putting military veterans to work in careers that encompass administrative, warehouse, hospitality, and information technology. They have teamed up with First Advantage Consulting Firm, another disabled veteran consulting firm that focuses on Affirmative Action to organizations with 50 or more employees, forming “Veterans 2 Civilians 2 Entrepreneurship.” Although V2C2E focus is military veterans and transitioning veterans, they realize that many individuals, including established businesses, are unaware of the necessary requirements needed to solidify state and/or government contracts.

Ash Brown/Ash Said It

Ash Said It is a full service public speaking boutique. They host red carpets and receptions as well as upscale soirees. They can customize their services for your specific event needs.

This company is the brainchild of Ash “Ashbeezy” Brown. With over 12 years experioence as a radio announcer and 10 years as a promoter, Ash is far from a rookie. Her vision is officially in MOTION!

Tim Gorisek/Summit Systems

Summit Systems operates 6 distinctive, but complementary individual business units as a single source provider of corporate communication and infrastructure systems including: Network Infrastructure & Wireless, IP Telephony, Access Control & Security, Lighting and Energy, Pro Audio Visual, & Audio Visual for Classrooms for K12 school systems.


Richard Rice/Mutual Engineering

Since 1997, Mutual Engineering has provided civil/structural design and forensic engineering services to legal, insurance, construction and private clients throughout the United States.

 


CLICK HERE
to watch the video of this show.

Silver Lining on the air

Tagged With: consulting, dom rainey, dominic rainey, emcee, engineering, engineering services, event promoter, forensic engineering, led lighting, lighting, media correspondant, media correspondent, Mutual Engineering, network infrastructure, public speaking, Richard Rice, silver lining, Silver Lining in the Cloud, silver lining radio show, skills, Summit Systems, Tim Gorisek, vet, Veteran, Veterans, vo, voice over, voice over artist, wireless

Pensacola Business Radio – 12.15.15 Guests: Cliff Van Gestel and Carol Anne Mackey / Big Rhino Screen Printing, Rafi Perez and Klee Angelie / Rafi Was Here Studios, David Guarnieri Speakman / Gulf Coast Business Consulting

December 15, 2015 by angishields

BRXStudioCoversPENSACOLA
Pensacola Business Radio
Pensacola Business Radio - 12.15.15 Guests: Cliff Van Gestel and Carol Anne Mackey / Big Rhino Screen Printing, Rafi Perez and Klee Angelie / Rafi Was Here Studios, David Guarnieri Speakman / Gulf Coast Business Consulting
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.facebook_1449162752892

WHY WE DO IT

To help your company and the market you serve Get The Word Out.

No Big Media ambushes, traffic reports, and commercial interruptions.

We feature Business Professionals interviewing their peers, drilling down

on the critical issues, and delivering practical information to an engaged audience.

Business Is Good.  Your Work Matters.  Share The Air.

20151215_102303

Cliff Van Gestel / Big Rhino 

Owner

Carol Anne Mackey / Big Rhino

Sales

Pensacola’s Custom Screen Printer

We’ve been custom screen printing and providing embroidery services in Pensacola, Florida since 1992.

Businesses, organizations, and individuals nationwide have trusted Big Rhino to provide their custom printing, custom embroidery, and design needs. No project is too large or too small, we get it done.

Our humble beginnings as a screen printer out of an old barbershop in Downtown Pensacola, eventually evolved into what is now known as Big Rhino Screen Printing and Embroidery. This transformation placed us in the position of leading the charge for better screen printing, not only in Pensacola, but throughout the United States.

Twenty (20+) plus years of knowledge and experience in the screen printing and embroidery industries goes into each and every project we finish. You can count on this knowledge and experience for your next project.

 

 

Services We Provide.

We are a fully functioning screen printer which provides Screen Printing, Embroidery, Direct-to-Garment printing, and Graphic Design services. Whether you are a business, a church, an organization, or just someone who needs custom printing or embroidery, we can help you with your next project.

 

 

 

BIG RHINO

Screen Printing & Embroidery

2709 N. Pace Blvd.

Pensacola, FL 32505

P: (850) 469-9028

E: service@bigrhino.com

H: Monday – Friday: 9:00 AM to 5:00 PM CST

 

 

 

FBOOK WWW Twitter

 

LINKED IN

20151215_103548

Rafi Perez and Klee Angelie / Rafi Was Here Studios, LLC

Owners / Artists

About Rafi Was Here Studios

Rafi Was Here Studios is the creative playground for Award Winning Contemporary Artist Rafi Perez and Jewelry Designer Extraordinaire Klee Angelie. The Studio began business in early 2012 bringing art and jewelry to the awesome people of Pensacola FL, and expanding internationally since.

Although Rafi and Klee have been creating art their whole lives it wasn’t until 2012 that they made it available to the public. They have been nonstop ever since.

Forged in the fiery hot sun of the open road, the bitter cold of Chicago snowstorms and the sticky wild swamplands of the Florida Everglades, Rafi Was Here Studios brings its contemporary brand of Art and Jewelry to delight and amaze you. Not to mention, Rafi and Klee are pretty awesome and easy to get along with.

 

 

 

A Little About Rafi Perez

Rafi is an award winning contemporary artist who creates emotionally charged works. He is best known for his use of texture and bold color palates in striking pieces that each has a story to tell.

Rafi is a self taught artist who spent years refining his own techniques and creating a style that is all his own.

He has a unique ability to absorb colors and emotions in a very abstract way and is somehow able to translate it into the high energy fine art for which he is known.

“He is driven to communicate visual qualities of perhaps the external environment which offers us freedom and inspiration as we cope with awesome focal points in the vast open space surrounding our existence. He attempts to show the internal passion of human sensuality that brings quality to our senses stimulating and extending our consciousness elevating life as individuals or sharing space with others around us. Ultimately Rafi seems to convey simple sophistication and intellectual freedom as he uses the visual language to express the human potential.” – Spiros Zachos (PO10TIAL Magazine)

Rafi’s work can be found in myriad of public and private art collections both in the United States and abroad, He currently lives and works in Pensacola, Florida.

 

Jewelry Artist Klee Angelie

Klee Angelie is a fine jewelry artist who creates original signature pieces that have a story and a history to reveal. Using old world techniques and a loving, nurturing approach to the creative process, her pieces posses a rawness and an energy that make them truly unique to her.

The work has been described as contemporary naturalist and wearable micro sculpture.

Coming from a musical background and a passion for harmony and rhythm, Klee has tapped into these themes and translated them into her jewelry creations. The result are pieces that are not only beautiful but have a flow and life about them that is palpable.

Klee was born and raised in Illinois, right outside of Chicago and devoted the majority of her time to music and creative arts in her area.

The hustle and bustle and the energy of the city, coupled with her passion for being creative lent itself to her unique contemporary but organic and original style.

Klee now resides and works out of her studio in Pensacola Fl. Her work can be seen at local markets and galleries and at charitable events which she supports. Her pieces are also available to the worldwide market via her online store.

 

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David Guarnieri Speakman / Principal

Gulf Coast Business Consulting, inc.

 

 

 

 

David G. Speakman is an award-winning entrepreneur, strategic manager, and former U. S. National Executive Officer with The International Business Honor Society. In 2013, Mr. Speakman was awarded several notable accolades including the Entrepreneurship, Action & Us (ENACTUS) U. S. Southeastern Entrepreneurship Champion, and in the most widely used business strategy competition in the world, Mr. Speakman ranked in the Global Top 100 in Earnings Per Share & Return on Average Equity. In 2015, Mr. Speakman was honored to be named on the Mentors Guild list of Marketing Strategy Experts.

 

Holding two business degrees and nearly two decades of cumulative professional experience, Mr. Speakman has been a full-time business advisor & consultant to a wide array of organizations including restaurants, architectural firms, non-profit organizations, start-ups, and multi-national companies. Mr. Speakman graduated in the Top 5% from The University of Alabama’s Commerce & Business Administration Program with University Honors, specializing in Entrepreneurship, and minoring in Italian. Since 2003, Mr. Speakman has earned a total of 236 higher education credits from six separate institutions.

 

In an effort to help Gulf Coast businesses grow, improve, and innovate, David shares the business insights he has gained through formal education, training, research, and professional experience with entrepreneurs, professionals, businesses and organizations.

 

 

 

 

David G. Speakman

 

 

 

 

 

 

 

 

David G. Speakman

Principal Business Advisor

(251) 942-2548

david@gulfcoast-business.com

 

 

 

Mark L. Olshefski

Mark L. Olshefski, MHRM

Director of Business Development, Corporate Security & Photography

(850) 496-0753

 

Joseph J. Leccese

Joseph J. Leccese, CGCBC

Sales Management & Business Development

(850) 393-8708

 

James S. Long, Jr.

James S. Long, Jr.

Senior Executive Business Development Consultant

(443) 974-5200

 

Gulf Coast Business

GUIDING BUSINESSES TO SUCCESS WITH INFORMED & INDEPENDENT ADVICE

As a business owner you may assume that professional business consulting is a luxury only large companies can afford. Don’t be so sure. Gulf Coast Business offers consulting services that not only fit your budget, but usually pay for themselves through increased sales or improved efficiency.

Whether you need a high-level review of your strategy and competition, new ideas for marketing, or tactical advice on information technology, finances, or personnel, we can help. Our consultants have the training to grasp complex business issues – and the experience to know which ones really matter.

Why not let an informed, independent partner help clarify your company’s most critical issues and objectives? Call 251-942-2548 or simply scroll down to schedule a meeting.

SMART SOLUTIONS FOR BUSINESS OWNERS

If you own or manage a business, you probably want to plan for the future, take control of your finances, or simply fix nagging problems that impede productivity. But with so many other pressing concerns, who has the time?

We do. At Gulf Coast Business, we understand the unique challenges that small business owners face, from managing day-to-day operations to sales, marketing and beyond. Please schedule a FREE initial consultation below.

FROM STRATEGIC GOALS TO DAILY OPERATIONS

At Gulf Coast Business, we offer a variety of consulting services for business owners. These are designed to address everything from major strategic issues to more basic problems affecting everyday business practices. Our services include, but are not limited to:

  • Small Business Consulting
  • Strategic Business Analysis & Management
  • Management & Organizational Consulting
  • Entrepreneurship, New Venture, & Startup – Consulting & Development
  • Operations Management Consulting
  • Financial & Managerial Accounting Decisions
  • Marketing & Advertising Consulting
    • Comprehensive Social Media Marketing
    • Traditional Marketing Strategic Development

No matter what your needs, we promise to deliver objective, informed advice, and actionable plans for improving your business.

 

 

Tagged With: consulting, David, Foodie Life, gulf coast, Keith Hoffert, painting, Pensacola, Pensacola Business Radio, Rafi Perez, Rafi Was Here Studios, Speakman

Self Funded Insurance Plans – Top Docs Radio

November 9, 2015 by angishields

My Professional CFO
Top Docs Radio
Self Funded Insurance Plans - Top Docs Radio
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My Professional CFO
Alan Conner talks self funded insurance plans with CW Hall

Self Funded Insurance Plans

On this week’s episode I sat down with Alan Conner, of Your Professional CFO.  Alan is a tax and accounting expert who works with a wide range of companies and professionals, including physicians.

I met Alan a few weeks ago in the hall of our office building.  After learning about how he helps physicians, I knew we needed to have him stop by to talk about it.  In addition to providing basic accounting/payroll functions, Alan also helps physicians develop effective, legal tax strategies, including self funded insurance plans to reduce their tax burden and risk at the same time.

Alan shared the story of his older brother, an ER physician in Florida.  He explained the fact that his brother, as do many physicians, work as 1099 contractors for the respective practice they serve.  In this relationship, the doctor receives a gross paycheck with no tax withheld.

In this situation it is vital for the provider to plan for their tax obligation and pay it in a timely fashion (at least quarterly) or they face between 5-10% penalties, which can quickly add up to significant amounts, based on the numbers they’re working with.

Alan explained several options available to physicians that work as 1099 contractors, including self funded insurance plans, pension plans, SEP IRA’s, and others, that will help them preserve their hard-earned revenue for later while protecting them from risk such as loss of medical license should that occur.

It’s clear after speaking with him that it is advisable for our colleagues in the community to partner with experts such as Alan to develop a solid plan for managing their tax obligations as well as helping to secure their financial future.

Special Guest:

Alan Conner, CEO, My Professional CFO  twitter_logo_small-e1403698475314  facebook_logo_small3

My Professional CFO

  • MBA, Finance, Nova Southeastern University
  • Previous Investment Banker, Orosey & Pepe Capital Markets
  • Former Investment Manager, Arduus Asset Management

 

Tagged With: consulting, CW Hall, financial services, My Professional CFO, pension, physicians, self funded insurance plan, tax planning, Top Docs Radio

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